InvestNext

A step by step walkthrough of creating a custom distribution plan based on your waterfall.

How to Create a Distribution Plan

This Article steps you through how to Reinvest an Investors capital in the current Project or in a new Project.

This article walks you through recording Equity for Management, General Partner (GP) or Sponsors

Breaking down the use and configuration of each type of waterfall hurdle.

How a sponsor can delete a distribution before payments have been sent!

A step-by-step guide to process a new distribution.

This article will show you how to manually record distributions

What are the differences in day count convention?

How to identify, review, and re-send failed distribution payments via ACH or cheque.

A step by step walk through for deleting distribution plans.

Use this article to record interest payments as an addition to Principle for a Promissory Note in an Investor's Position.

How to reduce or withhold the net cash that is being paid to an investor from a distribution allocation, most commonly for tax withholding.

Creating custom waterfalls and running distributions.

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Track the progress of all tickets related to your company.

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